Randstad Client Relations Associate in Waltham, Massachusetts

Client Relations Associate

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job details:

  • location:Waltham, MA

  • salary:$22 - $25 per hour

  • date posted:Friday, September 1, 2017

  • job type:Permanent

  • reference:S_564551

  • questions:brooke.conley@randstadusa.com617-227-2090

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Randstad is working with a financial services company in Waltham who is looking for a permanent client service associate. This role will pay between $22/hr - $25/hr depending on experience. The Client Service Associate acts as a critical team member and facilitator in support of Senior Investment Advisors and Analysts working with clients, their external advisors, and other internal partners. The overall goal is to serve clients' wealth management needs and to help the team operate effectively and efficiently.


  • Act as a key facilitator and service provider for a broad variety of client matters.

  • Provide proactive and comprehensive administrative and client management support to the Senior Advisors and team

  • Serve as the Senior Advisor's project manager for prospects, onboarding and client administration

  • Manage the operational flow of onboarding new clients: contracts, applications (with our internal Service Team), ongoing information, asset transfer, document retention, and database/CRM management

  • Drive the administrative flow for assigned client and prospect meetings: Assemble meeting materials, complete client management workflows, generate quarterly performance reports manage client billing and fee deduction

  • Track and support business development efforts; track incoming and outgoing referrals

  • Serve as the first point of contact for most ongoing client requests

  • Communicate effectively with and both obtain/provide information from/to custodians, CPAs, and estate attorneys

  • Provide proactive and comprehensive administrative support

  • Manage complex calendars and client sensitivities to schedule client & prospect meetings and travel, thinking through and managing conflicts and priorities.

  • Prepare and submit expense reports

  • Arrange travel (airfare, hotels)

  • Provide other support - printing, filing on server, contact management, calendar support, information gathering, etc.

Working hours: Monday - Friday



--Bachelor's degree, strong computer skills and 2-3 years of experience in professional services is preferred.

--Demonstrated interest in wealth management for families

--Self-starter and proactive (i.e., anticipates problems, raises suggestions)

--Comfortable working both independently and in a team structure

--High professional standards, judgment, and discretion at all times

--Highly organized, very strong attention to detail, and ability to prioritize

--Professional communication skills, verbal and written

--Excellent interpersonal & relationship skills; positive attitude; flexibility

--Ability to learn new systems and procedures quickly

--Ability to perform successfully in a fast-paced, knowledge-intensive, and service-oriented environment

If you are interested in this position please apply to this posting and send your resume to brooke.conley@randstadusa.com.

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.